I think you're right and there's no doubt they've now got the infrastructure to support it. IIRC, Hannes sort of hinted at it during his talk at this year's AI Council and they've made vague allusions to _something big_ being announced this fall and, as exciting as this announcement is, I don't think this release announcement is it. I wonder if it could involve bringing MotherDuck into the fold? I know it's OSS and DuckDB doesn't owe MD anything but (IMO) they've been a big part of DuckDB's success and undercutting them would probably result in a lot of ill will.

Are they downloading parquet files and running analyses locally, or are they connecting to Iceberg-like data lake and leveraging DuckDBs query engine capabilities or have you exposed an interface (REST, UI) to query your data?